Our Services

As an independent financial company, we are not beholden to any one brand of funds or products. We research our selections thoroughly and do not recommend anything to you that we would not be comfortable with in our own portfolios.

As a result, we help you build a strategy for your specific situation. Our lineup of services can help meet all your financial needs, including:

Wealth Accumulation

Mutual funds
Alternative investments

Retirement Planning

Roth IRA
Simplified employee pension plans
401(k) plans
Qualified retirement plans
Uni-K plans
Deferred compensation plans

Education Funding

Uniform gift to minors account
Section 529 plans
Coverdell ESAs

Business Valuation/Continuation

Key person life insurance
Buy/sell agreements

Estate Planning

Living trusts
Supplemental needs trusts
Transfer on death accounts
Charitable gift planning

Insurance Planning

Long-term care insurance
Variable life insurance
Term life insurance
Universal/whole life insurance
Disability insurance